Top tax-loss harvesting financial advisors in Flagstaff, AZ

Joel Rieck is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including Northland Financial, where he serves as President. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds approach incorporating ETFs, mutual funds, and individual securities, and it offers advisory services alongside technology and operational solutions for other advisors.

David Watson is a financial advisor with Oak Asset Management, LLC in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 before joining Oak Asset Management in 2017. Outside of his advisory role, he has been licensed as an insurance agent since 2010. Oak Asset Management serves individual and high-net-worth clients, as well as trusts, pension plans, and other business entities, providing discretionary asset management and investment consulting. The firm focuses on fundamental stock selection and strategic asset allocation, operating exclusively as a wrap-fee program sponsor and offering retirement plan consulting within its wrap advisory services.

Donald Rosalez is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Broker Dealer Financial Services Corp. from 2014 to 2017. Rosalez also operates an accounting and tax preparation sole proprietorship, M.A.S. Financial Group. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a range of investment techniques and ongoing portfolio oversight.

Kaitlyn Wigman Childers is a financial advisor with LPL Financial based in Flagstaff, AZ. She holds Series 63 and Series 65 designations and has 17 years of industry experience. Her prior work includes seven years at VOYA Financial Advisors and ongoing involvement with Sji Financial Services, Inc. She also previously worked at Flagstaff Athletic Club for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Fernandez is a financial advisor at Edward Jones in Flagstaff, AZ, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was involved with Symmetry Financial Group and volunteered with Run Flagstaff, assisting in the organization of local road races. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including managed account strategies and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.